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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Vigilare Wealth Management
Arizona
$607K +$607K +12,288 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$596K +$596K +12,071 New
BAM
153
Belpointe Asset Management
Nevada
$579K +$579K +11,717 New
MSFS
154
Main Street Financial Solutions
Pennsylvania
$563K +$19.3K +390 +4%
BCG
155
Breakwater Capital Group
New Jersey
$545K +$543K +10,985 New
CL
156
Choreo LLC
Illinois
$536K -$38.4K -778 -7%
HI
157
Harbour Investments
Wisconsin
$512K -$95.4K -1,931 -16%
BRWA
158
B. Riley Wealth Advisors
Florida
$507K +$148 +3 +0%
FWM
159
Focused Wealth Management
New York
$500K +$7.07K +143 +1%
PHWM
160
Pine Harbor Wealth Management
Maryland
$498K +$499K +10,092 New
ACM
161
ADAR1 Capital Management
Texas
$494K +$494K +10,000 New
LNC
162
Lincoln National Corp
Pennsylvania
$487K +$487K +9,866 New
OMC
163
Old Mission Capital
Illinois
$486K +$486K +9,842 New
PCA
164
Pallas Capital Advisors
Massachusetts
$481K -$7.16K -145 -1%
ICG
165
InterOcean Capital Group
Tennessee
$472K +$472K +9,547 New
WAM
166
WNY Asset Management
New York
$470K +$132K +2,670 +39%
Betterment LLC
167
Betterment LLC
New York
$463K +$463K +9,373 New
MA
168
MCF Advisors
Kentucky
$459K +$3.85K +78 +0.8%
EFS
169
Essex Financial Services
Connecticut
$459K -$6.18K -125 -1%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$446K +$3.31K +67 +0.7%
PFG
171
Prosperity Financial Group
California
$420K -$7.56K -153 -2%
WI
172
Wintrust Investments
Illinois
$417K +$418K +8,453 New
OBWG
173
Onyx Bridge Wealth Group
New York
$410K -$6.92K -140 -2%
RA
174
RFG Advisory
Alabama
$407K -$209K -4,235 -34%
LCWP
175
Legacy Capital Wealth Partners
Arkansas
$401K